Tools to Guide Your Client’s ESG Investment Decisions

As Environmental, Social and Governance investing has become increasingly popular, clients may ask if ESG investment strategies should be included in their portfolios. There is no “one size fits all” strategy for ESG investing. Therefore, understanding and utilizing screening tools may serve as a helpful component in developing ESG strategies on a per-client basis. Hear from moderator Danielle Seurkamp and a panel of advisors to hear specific examples and learn how they utilize tools to guide their clients interested in ESG.

Learning Objectives: 

1. Determine how to implement a successful ESG strategy within your practice
2. Understand the tools available to facilitate ESG investing with clients
3. Gain tactics to help work with clients on determining if ESG investing is valuable for their portfolio